In this lesson, we look at Campaign Hierarchy and how to set them up and adjust multiple Campaigns into a hierarchy.
In this lesson we discuss the primary sales components of typical Salesforce applications.
Once you have set up Sales Processes, you will find that you can vary the Stages on Opportunities by Sales Process. This enables you to configure and customize Salesforce to support multiple Sales Processes, which is very powerful and is typically leveraged in most Sales Cloud instances that are ...
Once you have created Sales Processes and customized the available Stages for Opportunities by Sales Process, you can now create Opportunity Record Types. You will associate each Record Type with a corresponding Sales Process. It's typically helpful to name the corresponding Sales Process and Opp...
